Luke Dean

Luke Dean

SSA
Company
DFG Wealth Pty Ltd
Title
Principal Advisor
Profession
Financial Planner
Address
G6/786 Esplanade, MORNINGTON VIC 3931, Australia
Phone
03 5976 8426
Qualifications
Business & Commerce (Bachelor) - Monash University, 2007
Financial Planning (Diploma) - Mentor Education, 2013
Mortgage Broking (Diploma) - Kaplan, 2016
SSA (Designation) - SMSF Association, 2022
CFP (Designation) - FAAA, 2025
Financial Planning (Masters) - Deakin University, 2025
Advisor

Summary

Luke is the Principal Adviser, Responsible Manager, Owner and Director at Advice Loop. He is driven by the desire to help people put together a plan for a life that’s fulfilling and free of financial stress — both now and well into the future. While Luke’s knowledge and experience in the financial planning sector is diverse, he has a keen interest in self-managed super funds and has earned the title of “SMSF Specialist Adviser” through the SMSF Association. This accreditation gives Luke the ability to handle the whole SMSF process — from initial set-up and investment strategy preparation to implementation and advice around borrowing to acquire commercial property and other assets. Luke holds the Certified Financial Planner (CFP®) designation, a Master of Financial Planning, Bachelor of Business & Commerce, Diploma of Financial Planning and Diploma of Finance & Mortgage Broking Management.

Get in touch with Luke Dean